Calendly + Follow Up Boss
Create or update Follow Up Boss contacts when new Calendly invitees are created
This workflow saves time by instantly updating your Follow Up Boss contacts when a new invitee is created in Calendly. As soon as a new appointment is set, the automation ensures the contact information in Follow Up Boss is up to date, meaning you'll always have the latest information. This streamlines your scheduling process, letting you focus more on productive interactions rather than manual data entry.
This workflow saves time by instantly updating your Follow Up Boss contacts when a new invitee is created in Calendly. As soon as a new appointment is set, the automation ensures the contact information in Follow Up Boss is up to date, meaning you'll always have the latest information. This streamlines your scheduling process, letting you focus more on productive interactions rather than manual data entry.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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